Merger Arb Mondays (27 Oct) - Dongfeng, ENN, Joy City, Minmetals, Soft99, Ashimori, Pacific Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
781 Views
HK Short Interest Weekly: Tencent, CMB, CCB, Xiaomi, HSBC
We analyzed the latest HK SFC report for aggregate short position as of Oct 17th and highlight short interest changes in Tencent, CMB, CCB, Xiaomi,...
488 Views
Mostly) Asia-Pac M&A: Shibaura Elect., Larvotto, Minmetals Land, Lynch Group, Mandarin Oriental
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
718 Views
Joy City (207 HK): 17th November Vote On COFCO's Offer
Trading wide at a 3.8%/111.4% gross/annualised spread. To be expected. If small-cap illiquid arbs are your bent, get involved here. Otherwise, this...
546 Views
Hong Kong Buybacks Weekly (Oct 24th): Xiaomi, China Mengniu Dairy, Linklogis
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Xiaomi (1810 HK),...
403 Views